SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 104,560 Value ($000) $2,622 Avg Close — Range —
Q3 2025
Shares 104,055 Value ($000) $2,615 Avg Close — Range —
Q2 2025
Shares 106,496 Value ($000) $2,666 Avg Close — Range —
Q1 2025
Shares 112,923 Value ($000) $2,807 Avg Close — Range —
Q4 2024
Shares 123,103 Value ($000) $2,990 Avg Close — Range —
Q3 2024
Shares 63,299 Value ($000) $3,203 Avg Close — Range —
Q2 2024
Shares 64,137 Value ($000) $3,128 Avg Close — Range —
Q1 2024
Shares 67,725 Value ($000) $3,322 Avg Close — Range —
Q4 2023
Shares 67,183 Value ($000) $3,313 Avg Close — Range —
Q3 2023
Shares 69,023 Value ($000) $3,309 Avg Close — Range —
Q2 2023
Shares 78,371 Value ($000) $3,862 Avg Close — Range —
Q1 2023
Shares 81,734 Value ($000) $4,122 Avg Close — Range —
Q4 2022
Shares 34,945 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 34,897 Value ($000) $1,715 Avg Close — Range —
Q2 2022
Shares 88,407 Value ($000) $4,562 Avg Close — Range —
Q1 2022
Shares 96,883 Value ($000) $5,159 Avg Close — Range —
Q4 2021
Shares 97,353 Value ($000) $5,465 Avg Close — Range —
Q3 2021
Shares 106,240 Value ($000) $6,008 Avg Close — Range —
Q2 2021
Shares 104,379 Value ($000) $5,936 Avg Close — Range —
Q1 2021
Shares 96,475 Value ($000) $5,442 Avg Close — Range —